ROLES & RESPONSIBILITIES: -

 

• Minimum 2 A/C’s with minimum 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month.
• The Key Account Manager will be responsible for bringing their existing clients and building a strong
client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Responsible for generating revenue from Third party product like Insurance/TGS/Edu
MO/IAP/PMS/PE/IAF/FD/Bonds Etc.
• 1Px of Other Revenue & 1Px of Broking Revenue (TPP Product targets will be divided as per overall
targets)
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• To research, investigate and update them on available investment opportunities/financial market trend to
determine whether they fit into clients’ portfolios.

 

JOB SPECIFICATIONS REQUIRED:

 

Qualifications:

 

• Educational Qualifications: MBA or Equivalent.
• Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO
Experience:
• 5Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales
• Experience of handling Retail/PCG/Wealth Client Acquisitions and Relationship Management services.
• Clients from BFSI/Broking sector with good business / market knowledge